Notebook for Google Workspace

Notebook for Google Workspace

 

Elevate your productivity with Zoho Notebook's integration with Google Workspace, designed to streamline your workflow and enhance collaboration. Effortlessly convert emails into notes and vice versa within Gmail, saving time and keeping your information organized. Seamlessly save File Cards to Google Drive, transform ideas into documents in Google Docs, and store these documents as notes in Notebook. Additionally, you can create new calendar events, set reminders, and share your entries with friends directly from Notebook. Zoho Notebook for Google Workspace ensures a smooth and efficient experience, making collaboration and creativity a breeze.

Important Note Before You Begin  

Notebook is hosted as an add-on in Google's app marketplace. We do not store or read your credentials and emails.

 

In this article, you'll learn how to:

  • Install Notebook for Google Workspace  

  • Using Zoho Notebook in Gmail  

  • Using Zoho Notebook in Google Drive

  • Using Zoho Notebook in Google Docs

  • Using Zoho Notebook in Google Calendar

  • Uninstalling Zoho Notebook for Google Workspace

  •  

Install Notebook for Google Workspace

  1. Open Google Workspace Marketplace and search for Zoho Notebook for Google Workspace.

  2. Click Install.

  1. Sign in to Gmail, or choose an already signed-in accounts.

  2. Read through the permissions and click Allow.

You've successfully installed the add-on.

 

Using Zoho Notebook in Gmail

To save an email as a note in Gmail

  1. Open the email you wish to save as a note.

  2. Click the Zoho Notebook icon in the right pane.

 

  1. Log in with your existing Zoho Notebook account or sign up for a new one.

  1. Read through the permissions and click Accept.

  1. Zoho Notebook will open on the right.

  1. The title and note content will be pre-filled from the email’s subject and body, respectively.

  2. You can choose a notebook, add tags, and add additional notes.

  3. Click Add to Notebook to save the note.

 

Managing Associated Notes  

You can see that the note is now associated with that email. When you open this email and the Notebook add-on, you can see this note. Click the three-dot button to choose from these options for the associated note:

  • Open in Notebook

  • Remove from thread

  • Delete

 

To send a note as an email in Gmail:

  1. Click Compose to open the compose window.

  2. Click the Zoho Notebook icon in the editor toolbar.

  3. Select a note from the list or search for a note and click on the desired note.

  4. Click Add Content to Compose Window.


 

Using Zoho Notebook in Google Drive

To add files from Zoho Notebook to Google Drive  

  1. Click the Notebook icon in the right side pane in Google Drive.

  2. Click Add file from Notebook.

  1. Select your file from the list of displayed options or search for your file.

  2. Click Add to Google Drive.

 

You can keep adding files by clicking Add new file and repeating the steps.

 

To create new notes in Zoho Notebook from Google Drive:

  1. Click the Notebook icon, then click Create new note.

  1. Write down your notes and add a title.

  2. Organize your notes by choosing a notebook and adding tags.

  3. Click Add to Notebook.

 

Add Files from Google Drive to Zoho Notebook

  1. Click on any file in Google Drive you'd like to add to Zoho Notebook and click the Zoho Notebook icon.

  2. Choose the notebook for your file and click Save to Zoho Notebook.

 

Using Zoho Notebook in Google Docs

To save notes as docs in Google Docs

  1. Open any document in Google Docs and click the Notebook icon in the right pane.

  2. Click Add from Notebook.

  3. Select a note from the list of displayed notes or search for your note and select it.

  4. Click Add to Google Docs.



Your note card content will be added to the open Google Docs document.

To save docs as notes to Zoho Notebook

  1. Open any document in Google Docs and click the Notebook icon.

  2. Click Add to Notebook.

  3. Choose the notebook where you want to save the document and click Add to Notebook.



Your document will be saved as a File Card in Notebook.

 

Managing Associated Notes in Google Docs  

You can see that the note is associated with this document. When you open the document and the Notebook add-on, you can see this note. Click the three-dot button to choose from these options for the associated note:

  • Open in Notebook

  • Remove from thread

  • Delete

 

Using Zoho Notebook in Google Calendar

To Create events in Google Calendar in Zoho Notebook

  1. Open Google Calendar and click the Notebook icon in the right pane.

  2. Create a new event with the event title and details. You can set the start and end date and time for the event.

  3. Choose a notebook and add any tags, then click Add to Notebook.


 

Your entry will be automatically saved to the appropriate time in Google Calendar. A reminder will also be created in Zoho Notebook to alert you at the start time.

 

Set Reminders to Your Events

  1. Select an event created via Notebook in Google Calendar and click the Notebook icon.

  2. Set your reminder time in minutes, then click UPDATE EVENT.


 

The reminder time will be automatically updated in your note card in Notebook.

 

Share Events with Your Friends and Peers  

  1. Select an event and click Edit event.

  2. Click the Notebook icon.

  3. Add your friends' and peers' email addresses in the Add guests section and click Save.

The note card in Notebook will be automatically privately shared with the list of email addresses.

 

Note: The note card will only be shared with Notebook registered users.

 

Disconnect Notebook for Google Workspace

To remove the Notebook for Google Workspace add-on:

  1. Sign in to your Gmail account.

  2. Open the Notebook add-on.

  3. Click the More actions icon in the top right corner of the add-on view.

  4. Select Manage add-ons.

  5. Choose Uninstall.


Alternatively, you can visit this link in your browser, sign in to your Gmail account, and click Uninstall.

 

Integrating Zoho Notebook with Google Workspace significantly enhances your productivity and streamlines your workflow. Whether you are converting emails to notes, saving files between Google Drive and Notebook, or creating new calendar events with reminders, Zoho Notebook offers seamless integration with various Google apps. This robust functionality not only saves you time, but also ensures that all your important information is organized and easily accessible.

For any questions or further assistance, feel free to contact support@zohonotebook.com.

 

 


    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION






                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          Encrypted Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal
                          Mobile App
                          Form Designer HR
                          Mobile Forms
                          Card Forms Food Offline Forms
                          Assign Forms Photography
                          Mobile Forms Features
                          Translate Forms Real EstateKiosk in Mobile Forms
                          Electronic Forms

                          Notification Emails for Forms Alternatives
                          Holiday Forms Google Forms alternative 
                          Form to PDF Jotform alternative





                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Notebook and Zapier integration

                                                                                                                Connect your favorite apps together with Notebook and Zapier integration. If you use Zapier to get things done then use Notebook and Zapier integration to allow data to flow from your favorite apps without any hassle. Before you begin Only registered ...
                                                                                                              • Notebook and IFTTT integration

                                                                                                                Get things done faster with the Notebook and IFTTT  integration. Connect various applets or build your own to get things done quicker. Notebook and IFTTT integration allows you to connect your favorite apps together to make data transfer between them ...
                                                                                                              • Notebook and Zoho Flow integration

                                                                                                                Connect your thoughts and favorite apps together with Notebook and Zoho Flow integration. Automate any tasks to keep doing what you do best. Create new notebooks for projects in Asana, record new events in Calendly to Notebook, create tasks in ...
                                                                                                              • Using Notebook in Slack

                                                                                                                Effortlessly integrate your note-taking and collaboration with Notebook for Slack. Share notes, save important Slack messages as notes, and create quick notes directly from the chat bar. Enhance your team's productivity by keeping ideas and ...
                                                                                                              • Zoho Notebook for Zoho Cliq

                                                                                                                Introduction Would you like to add your conversations or take notes while in a meeting on Cliq? We’ve got you covered! Zoho Notebook, your all-in-one note-taking platform, supercharges your productivity with a suite of powerful features. Meanwhile, ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources